1834 Investment Advisors’s Watsco Inc WSO Stock Holding History

1834 Investment Advisors’s Portfolio WSO Stock Details WSO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.9M	Buy	+4,563	New	+$1.83M	0.22%	97
2025 Q1	–	Sell	-495	Closed	-$235K	–	223
2024 Q4	$235K	Hold	495	–	–	0.03%	202
2024 Q3	$243K	Sell	495 -116	-19%	-$55.8K	0.03%	208
2024 Q2	$283K	Buy	611 +101	+20%	+$46.2K	0.03%	195
2024 Q1	$220K	Sell	510 -9,254	-95%	-$3.72M	0.03%	207
2023 Q4	$4.18M	Sell	9,764 -473	-5%	-$183K	0.5%	59
2023 Q3	$3.87M	Sell	10,237 -2,808	-22%	-$1.02M	0.48%	58
2023 Q2	$4.98M	Buy	13,045 +1,992	+18%	+$675K	0.59%	48
2023 Q1	$3.52M	Buy	+11,053	New	+$3.25M	0.42%	61
2022 Q3	–	Sell	-9	Closed	-$2K	–	454
2022 Q2	$2K	Buy	+9	New	+$2.37K	﹤0.01%	447

Other funds holding WSO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

1834 Investment Advisors's WSO Position: Q2 2026 in Review

1834 Investment Advisors opened a new position in Watsco Inc (WSO) in Q2 2026: 4,563 shares worth $1.9M. The stake represents 0.22% of the portfolio and ranks #97 among its holdings. This is a return to the name: 1834 Investment Advisors previously reported a position in WSO as recently as Q4 2024.

1834 Investment Advisors first reported a position in WSO in Q2 2022 and has held it in 10 quarters since. The position peaked at $4.98M in Q2 2023. 783 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

1834 Investment Advisors held 4,563 shares of Watsco Inc worth $1.9M as of Q2 2026.
Watsco Inc was a new 1834 Investment Advisors position in Q2 2026.
Watsco Inc made up 0.22% of 1834 Investment Advisors's portfolio in Q2 2026, its #97 holding.
1834 Investment Advisors first reported a position in Watsco Inc in Q2 2022 and has held it in 10 quarters since.
1834 Investment Advisors's Watsco Inc position peaked at $4.98M in Q2 2023.
783 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on 1834 Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.